ByteDance, Alibaba, Tencent place over $35B in Nvidia chip orders amid supply crunch

pstAsiatech · x · 2026-10-20

ByteDance, Alibaba, and Tencent have reportedly placed over $35 billion worth of Nvidia chip orders. Nvidia has told customers and partners it cannot guarantee fulfillment, as demand from Chinese tech companies far exceeds planned production.

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